We are live on ! Find out more

240 hedge funds and large institutions have $1.13B invested in Asana in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

16% more capital invested

Capital invested by funds: $975M → $1.13B (+$157M)

5.85% more ownership

Funds ownership: 46.6%52.45% (+5.9%)

4% more funds holding

Funds holding: 230240 (+10)

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

23% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $38.7M

Holders
240
Holders Change
+10
Holders Change %
+4.35%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
75
Reduced
77
Closed
37
Calls
$29.7M
Puts
$38.7M
Net Calls
-$9.01M
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$7.73K -$137 -10 -2%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$6.29K
DT
203
DV Trading
Illinois
$5.61K +$5.62K +409 New
CTA
204
Colonial Trust Advisors
South Carolina
$5.48K +$5.5K +400 New
QCG
205
Quadrant Capital Group
Ohio
$5.26K +$674 +49 +15%
RIL
206
Rothschild Investment LLC
Illinois
$5.22K +$4.41K +321 +535%
Optiver Holding
207
Optiver Holding
Netherlands
$3.41K +$2.27K +165 +196%
GI
208
GAMMA Investing
California
$3.39K -$2.61K -190 -43%
US Bancorp
209
US Bancorp
Minnesota
$2.92K -$69 -5 -2%
BC
210
Bayforest Capital
United Kingdom
$2.76K -$234K -17,004 -99%
DWM
211
Dogwood Wealth Management
Kansas
$1.58K
HPC
212
HM Payson & Co
Maine
$1.37K
SWP
213
Strategic Wealth Partners
Ohio
$1.37K
ZBNA
214
Zions Bancorporation, National Association
Utah
$1.11K +$1.11K +81 New
GFA
215
Godfrey Financial Associates
New York
$1.04K +$1.04K +76 New
TWD
216
True Wealth Design
Ohio
$919 -$110 -8 -11%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$891 +$591 +43 +195%
VCM
218
Versant Capital Management
Arizona
$795 -$1.46K -106 -65%
MCM
219
MAI Capital Management
Ohio
$686 +$206 +15 +43%
TPCW
220
TD Private Client Wealth
New York
$631
AUB
221
Atlantic Union Bankshares
Virginia
$617 +$619 +45 New
PFA
222
Pillar Financial Advisors
Kentucky
$576
ME
223
McIlrath & Eck
Washington
$548
KFAS
224
Keating Financial Advisory Services
Kansas
$466 +$467 +34 New
CA
225
Clearstead Advisors
Ohio
$384 -$481 -35 -56%